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Focus Partners Wealth: HSBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on HSBC, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 41,142 HSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,142 shares
    Change vs previous 13F +2,051 shares

    <0.01% of the 13F portfolio, value $3,912,266.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,597 shares
    • Focus Partners Advisor Solutions, LLC: 5,545 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,091 shares
    Change vs previous 13F +8,196 shares

    <0.01% of the 13F portfolio, value $3,298,065.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,961 shares
    • Focus Partners Advisor Solutions, LLC: 5,130 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,895 shares
    Change vs previous 13F +8,736 shares

    <0.01% of the 13F portfolio, value $2,430,575.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,312 shares
    • Focus Partners Advisor Solutions, LLC: 4,583 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,159 shares
    Change vs previous 13F +6,182 shares

    <0.01% of the 13F portfolio, value $1,575,606.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,297 shares
    • Focus Partners Advisor Solutions, LLC: 4,862 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,977 shares
    Change vs previous 13F +6,523 shares

    <0.01% of the 13F portfolio, value $971,105.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,955 shares
    • Focus Partners Advisor Solutions, LLC: 4,022 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 9,454 shares
    Change vs previous 13F +3,964 shares

    <0.01% of the 13F portfolio, value $543,231.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,600 shares
    • Focus Partners Advisor Solutions, LLC: 3,854 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 5,490 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,596.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).